+2,393.1%
PWR vs APTV
-15.8%
+2,408.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.7% | -4.0% | -2.2% |
| 7D | -0.2% | -1.8% | +1.6% | +0.3% |
| 30D | -7.7% | -7.9% | +0.2% | -5.3% |
| 3M | -4.9% | -29.9% | +25.0% | +6.2% |
| 6M | +9.7% | -36.6% | +46.3% | +25.5% |
| YTD | +46.7% | -40.0% | +86.6% | +69.6% |
| 1Y | +58.7% | -44.0% | +102.7% | +88.0% |
| 3Y | +200.7% | -54.5% | +255.3% | +268.6% |
| 5Y | +438.6% | -68.8% | +507.4% | +635.4% |
| All | +2,393.1% | -15.8% | +2,408.9% | +2,300.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded APTV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling